Creating routing rules

You can create routing rules that apply to user groups, individual users, or specific analysis files.

Before you begin

Create the resource pool that you want to specify for the rule; see Creating a resource pool.
If you are creating a rule for an analysis file, the file must be in the Spotfire library.

For general information, see Routing rules.

Log in to Spotfire Server and click Scheduling & Routing.
In the Rules pane, click Create rule.
The Create rule dialog opens.
Under Type, do one of the following and then click Next:
- If you want to set a resource pool on which to open analyses that are requested by members of a specific group, select Group.
- If you want to set a resource pool on which to open analyses that are requested by an individual user, select User.
- If you want to set a resource pool on which to open a specific analysis file, select File.
Enter a name for the rule and then do one of the following:
- Select the group to which the rule applies.
- Select the user to which the rule applies.
- Select the file to which the rule applies.
Under Select resource pool, select the resource pool on which the analyses that are affected by this rule should open.

Note: If a scheduled update rule indicates that a file should open on a specific resource pool, that rule overrides any routing rules (for a group or an individual user) that specify a different resource pool for the user who opens the updated file.
Optional: Set a priority. This setting comes into effect if two or more rules occur at the same time. 0 is the highest priority.
If you want the rule to be disabled initially, select the Disable rule check box in the bottom right of the dialog. You can enable the rule later on the Scheduling & Routing page.
Click Save.

The rule is displayed in the Rules list.